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| Happy Holidays!! thanks for using AUM13F!! |
| Harmony Wealth Partners LLC
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|---|---|
| CRD # | 330544 |
| SEC # | 801-130381 |
| CIK # | |
| AUM | $48.1 M (2024-11-26) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 617-595-5546 |
| Address | 180 Canal Street Boston, MA 02114 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 1.1 |
| (b) Individuals (high net worth individuals) | 9 | 28.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.0 |
| (h) Charitable organizations | 0 | 17.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 50 | 48.1 |
| By Discretionary | ||
| Discretionary | 50 | 48.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 50 | 48.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 48.1 | |
| Total | 50 | 48.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
BPM Wealth Advisors LLC
✚
|
CA | 0.0 |
|
Polaris Financial LLC
✚
|
0.0 | |
|
Byron Place Capital Management LLC
✚
|
NJ | 0.0 |
|
Rena Advisors LLC
✚
|
NY | 0.0 |
|
Helianth Investment Management LLC
✚
|
NY | 0.0 |
|
Family Dynasty Advisors LLC
✚
|
TX | 0.0 |
|
Wealthpro LLC
✚
|
0.0 | |
|
Westpark Capital Inc
✚
|
NY | 0.0 |
|
St James Investment Advisors LLC
✚
|
NY | 0.0 |
|
Aria Wealth Partners LLC
✚
|
VA | 0.0 |